Retirement Group’s The Mosaic Company MOS Stock Holding History

Retirement Group’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50	Closed	-$2K	–	817
2023 Q1	$2K	Hold	50	–	–	﹤0.01%	593
2022 Q4	$2K	Buy	+50	New	+$2.48K	﹤0.01%	532

Other funds holding MOS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Group's MOS Position: Q2 2023 in Review

Retirement Group sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 50 shares — an estimated $2K sold.

Retirement Group first reported a position in MOS in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

Retirement Group reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
Retirement Group sold 50 The Mosaic Company shares in Q2 2023, an estimated $2K.
Retirement Group first reported a position in The Mosaic Company in Q4 2022 and held it in 2 quarters.
Retirement Group's The Mosaic Company position peaked at $2K in Q1 2023.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Retirement Group's 13F filing for Q2 2023, filed 15 Aug 2023.